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- Title
A Multi-Family Office (MFO) 'Investment Manifesto'.
- Authors
WELCH, SCOTT; MCINTYRE, JAMIE
- Abstract
The article suggests several solutions that wealth management advisors and multi-family office professionals can use to address the sophisticated demands of the high-net-worth investors and families. Topics covered include the construction of thematic portfolios like goals-based and economic regime-based portfolios, the optimization of active management fees, and the adoption of unified managed accounts.
- Subjects
WEALTH management services; HIGH net worth individuals; PORTFOLIO management (Investments); FINANCIAL management; PROFESSIONAL fees
- Publication
Journal of Wealth Management, 2015, Vol 17, Issue 4, p9
- ISSN
1534-7524
- Publication type
Article
- DOI
10.3905/jwm.2015.17.4.009